WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$80.8M
3
+$45.6M
4
KBH icon
KB Home
KBH
+$44M
5
RL icon
Ralph Lauren
RL
+$42.2M

Top Sells

1
+$174M
2
+$62.2M
3
+$51.5M
4
OZK icon
Bank OZK
OZK
+$44.1M
5
DFS
Discover Financial Services
DFS
+$43.6M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 17.25%
3 Financials 16.24%
4 Healthcare 12.2%
5 Industrials 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23M 0.37%
283,700
-49,498
77
$22.5M 0.36%
606,256
+94,268
78
$22.2M 0.36%
428,404
-7,682
79
$21.9M 0.35%
568,892
-52,731
80
$21.7M 0.35%
244,529
+1,410
81
$21.5M 0.35%
757,140
+53,011
82
$20.7M 0.33%
13,598
-888
83
$20.6M 0.33%
108,103
-13,965
84
$20.5M 0.33%
521,179
+48,690
85
$20.2M 0.33%
602,602
+75,457
86
$20.1M 0.33%
584,924
-1,141
87
$19.7M 0.32%
286,699
+30,234
88
$19.7M 0.32%
282,913
-89,100
89
$19.5M 0.32%
291,078
+29,075
90
$19.2M 0.31%
54,957
-10,196
91
$19M 0.31%
292,062
-46,592
92
$18.9M 0.31%
142,920
-1,163
93
$18.7M 0.3%
496,818
-3,886
94
$17.9M 0.29%
276,583
-59,711
95
$17.1M 0.28%
109,597
-23,318
96
$16.7M 0.27%
79,994
+12,752
97
$16.6M 0.27%
189,829
+1,021
98
$16.6M 0.27%
107,978
-2,467
99
$16.5M 0.27%
39,290
-156
100
$15.4M 0.25%
167,088
-38,610
2 3
4
5 6